This has shown me how to use Summarize perfectly. Excellent example! Additionally, I noticed that the relationship between the tables, Products and SalesKPI, is a 1 to 1 relationship. So, I tried this a second way of omitting the SalesKPI altogether and creating the [Total Sales] and [Modified KPI] columns directly in the Products table. I got the same results both ways. In practice, I find using less tables easier to understand and maintain.
Hi Bryant, interestingly the Products[Total Sales] calculated column must include CALCULATE in the expression. Product[Total Sales] = SUM ( Order_Details[Tot sales] ) does not provide the correct result c.f. Product[Total Sales] = CALCULATE ( SUM ( Order_Details[Tot sales] ) ) CALCULATE is required to transform the row context (Product[ProductID] ) into an equivalent filter context. In other words context transition does not automatically occur in a calculated column without the use of CALCULATE.
Hola Ruth muy bueno el vídeo, me perdí el de EARLIER espero lo publique de nuevo es una función que me ha dado dificultad... y Ud. siempre las presenta de una forma que se me hace super clara... como siempre sigo atento a sus excelentes publicaciones, Gracias!!!
+Norberto Vera Reatiga Hola Norberto, el ejemplo que utilice para explicar EARLIER no era correcto, así que he quitado vídeo para corregir el error. Lo publicaré en un par de semanas de nuevo! /Ruth
Hi, Ruth, Great case to use summarize. After we created the modified KPI, why do we connect the new table to Products Table (ProductID key) rather than Order_Details Table?
Hi. I have 2 columns, one with names of people, the other with names of accounts. Each person is assigned multiple accounts. How do i show the average accounts per person in PowerBI?
Buenas tardes Ruth, a medida que voy añadiendo medidas/fórmulas en el power bi me encuentro con la dificultad de dar nombres ya que luego se visualizan así en los objetos, no he sabido encontrar la manera de nombrar la medida y luego tener otro nombre para visualizar en tablas y gráficos. Entiendo que no hay manera de hacerlo? Un saludo Ramon
+Ramon Drudis Hola Ramón, no desafortunadamente no se puede hacer. Yo he votado aquí para que lo implementen: ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9375489-change-display-name-of-fields \Ruth
hi Ruth, hope you're well. I am new at Power BI and DAX and have been watching your tutorial to learn. I am at a stopping point and hope you can help and point me to the right direction.My data structure is as follow: I have all the measurement (revenue, type of expenses and metrics) represent in different columns. My month 1-12 is also in one column each identifies with corresponding Fiscal Year, which is in different column. My Scenario (Actuals (all FY), budget and forecast) in one column.I was able to create charts and visuals with no issue. However, I would like to show variance for Actual vs. Prior Year and Budget and Forecast for each data point but I have no clue where to begin. The reason being that my Scenario is all in one column and all my Month is also in the one column together.I do not know how to make it unique so that variance can be calculated properly.Please help!Cheers,
Hi After creating a table with summarize When you sort the ProductID in ascending order the order is showing as 1,10,11,12 ...2,20,21... How can we solve this issue ? Can you help me with this please
Hi Ruth, thanks for your video. a quick question. instead of using SalesKPI = SUMMARIZE(Order_Details,Order_Details[ProductID],"Tot sales", SUM(Order_Details[Tot sales])) to create "Tot Sales". i can also use Tot Sales = CALCULATE(SUM(Order_Details[Tot sales])). what is the pros and cons of the two approaches? many thanks.
It is two different things, the first one creates the sum of sales by product is in a new table, the other one is a measure to create the sum of sales. /Ruth
Hi. Is it possible to change the date through a filter on the dashboard, and automatically update total sales in the virtual table sales kpi and upddate the icon? Thanks
![[ TEASER ] เงาะป่า - วงL.กฮ. | TMG RECORD](http://i.ytimg.com/vi/M4ObdFfcPww/mqdefault.jpg)
This has shown me how to use Summarize perfectly. Excellent example! Additionally, I noticed that the relationship between the tables, Products and SalesKPI, is a 1 to 1 relationship. So, I tried this a second way of omitting the SalesKPI altogether and creating the [Total Sales] and [Modified KPI] columns directly in the Products table. I got the same results both ways. In practice, I find using less tables easier to understand and maintain.
Perfect!! That is the best way to learn: being curious, doing and undoing and redoing. Well done 😊!
/Ruth
Hi Bryant, interestingly the Products[Total Sales] calculated column must include CALCULATE in the expression.
Product[Total Sales] = SUM ( Order_Details[Tot sales] ) does not provide the correct result c.f.
Product[Total Sales] = CALCULATE ( SUM ( Order_Details[Tot sales] ) )
CALCULATE is required to transform the row context (Product[ProductID] ) into an equivalent filter context. In other words context transition does not automatically occur in a calculated column without the use of CALCULATE.
Moltes gràcies Ruth!
un saludo y enhorabuena por tus excelentes tutoriales
+Ramon Drudis Muchas gracias Ramon! /Ruth
Hi Ruth, Can you please post the link to the earlier KPI video here so that we can watch it first & then watch 'Summarize' video next. Thanks.
Hola Ruth muy bueno el vídeo, me perdí el de EARLIER espero lo publique de nuevo es una función que me ha dado dificultad... y Ud. siempre las presenta de una forma que se me hace super clara... como siempre sigo atento a sus excelentes publicaciones, Gracias!!!
+Norberto Vera Reatiga Hola Norberto, el ejemplo que utilice para explicar EARLIER no era correcto, así que he quitado vídeo para corregir el error. Lo publicaré en un par de semanas de nuevo!
/Ruth
Hi Ruth, could you please share the video link for the KPI with the same visuals ? thanks a lot
Thank you so much for this video. This is exactly what I want :)
+Kasturi G Seems that I have managed to deliver a few times, great!
Have a great weekend!
/Ruth
Thanks for the given information summarized. If you don't mind can u explain summarization if & else condition
Hi Ruth,
Thank you for the video.
Please explain more on why we need Summarize function, when to use and when not to use the function.
Thank you.
+Irwin Ibrahim Great idea! I will :)
/Ruth
Hi, Ruth, Great case to use summarize. After we created the modified KPI, why do we connect the new table to Products Table (ProductID key) rather than Order_Details Table?
It looks great. I have some question. If we have date slicer on the report then how can we filter the summarize data as per the slicer.
Hi. I have 2 columns, one with names of people, the other with names of accounts. Each person is assigned multiple accounts. How do i show the average accounts per person in PowerBI?
Buenas tardes Ruth, a medida que voy añadiendo medidas/fórmulas en el power bi me encuentro con la dificultad de dar nombres ya que luego se visualizan así en los objetos, no he sabido encontrar la manera de nombrar la medida y luego tener otro nombre para visualizar en tablas y gráficos. Entiendo que no hay manera de hacerlo?
Un saludo
Ramon
+Ramon Drudis Hola Ramón, no desafortunadamente no se puede hacer. Yo he votado aquí para que lo implementen:
ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9375489-change-display-name-of-fields
\Ruth
perfecto, ahí va mi voto!
hi Ruth, hope you're well. I am new at Power BI and DAX and have been watching your tutorial to learn. I am at a stopping point and hope you can help and point me to the right direction.My data structure is as follow: I have all the measurement (revenue, type of expenses and metrics) represent in different columns. My month 1-12 is also in one column each identifies with corresponding Fiscal Year, which is in different column. My Scenario (Actuals (all FY), budget and forecast) in one column.I was able to create charts and visuals with no issue. However, I would like to show variance for Actual vs. Prior Year and Budget and Forecast for each data point but I have no clue where to begin. The reason being that my Scenario is all in one column and all my Month is also in the one column together.I do not know how to make it unique so that variance can be calculated properly.Please help!Cheers,
use parallelperiod function
Thank you Ruth, Question, when does a Summarized table get refreshed ? is it when I refresh the main table and it is automatic?
Yes, it refreshes when new data is added through the refresh button.
/Ruth
Hi
After creating a table with summarize
When you sort the ProductID in ascending order the order is showing as 1,10,11,12 ...2,20,21...
How can we solve this issue ?
Can you help me with this please
Hi Ruth, thanks for your video. a quick question. instead of using SalesKPI = SUMMARIZE(Order_Details,Order_Details[ProductID],"Tot sales", SUM(Order_Details[Tot sales])) to create "Tot Sales". i can also use Tot Sales = CALCULATE(SUM(Order_Details[Tot sales])). what is the pros and cons of the two approaches? many thanks.
It is two different things, the first one creates the sum of sales by product is in a new table, the other one is a measure to create the sum of sales.
/Ruth
@@CurbalEN Great thanks, Ruth.
very good
Thanks Steven!
/Ruth
Hi. Is it possible to change the date through a filter on the dashboard, and automatically update total sales in the virtual table sales kpi and upddate the icon? Thanks
Yes, it is. Post the question in the power bi community with some sample data so you can get detailed help.
/Ruth
ok. Thks. I ll do
some of your lectures need to be updated because it is hard to understand it
Great video explaining both topics. Where can I download the pbi file?
Hi John! Here you can download it:
Download the example here: gofile.me/2kEOD/BibNuYAnU
/Ruth
Thanks! Keep those videos coming! Gracias
+John Otto Knoke You welcome John!!
/Ruth